by Alan Marks | Sep 15, 2024 | For Clients
Can you afford not to segment your clients? Not all clients are equal. Can you really afford to treat them as if they are? Since the launch of Consumer Duty last July, client segmentation has become more critical than ever. Many IFAs still do not segment their...
by Alan Marks | Sep 15, 2024 | For Clients
Winds Of Change With the election of a new Labour Government, the outcome may not have surprised many, though the substantial majority might have exceeded expectations. But does this signify a journey towards the sunlit uplands? The stock market often serves as a...
by Alan Marks | Sep 15, 2024 | For Clients
Legacy Products and Upcoming Deadline Following my recent communication on “Making Time for Lifestyle,” I was pleased to receive a number of inquiries regarding the process of selling a portion of an IFA business. Our firm specialises in such transactions, and we...
by Alan Marks | Sep 15, 2024 | For Clients
Closed Products Update: Time to Take Action As the focus under the Consumer Duty shifts to “Closed Products,” it is essential for advisers to understand the implications. Closed products are those sold before July 31, 2023, but have not been marketed or...
by Alan Marks | May 22, 2024 | For Clients
Making Time for Lifestyle Last week, after a decent game of golf, a few friends and I reflected on life’s timing over dinner. One of my friends has just fully retired, and we shared insights from our diverse experiences, the different paths we had taken along the way,...
